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TCFG Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

TCFG Investment Advisors’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$784K Sell
4,115
-1,243
-23% -$212K 0.26% 102
2026
Q1 		$712K Buy
+5,358
New +$755K 0.27% 93

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCFG Investment Advisors's XLK Position: Q2 2026 in Review

TCFG Investment Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 23% in Q2 2026, selling an estimated $212K and leaving 4,115 shares worth $784K. The position accounts for 0.26% of the portfolio, ranked #102.

TCFG Investment Advisors first reported a position in XLK in Q1 2026 and has held it in 2 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • TCFG Investment Advisors held 4,115 shares of State Street Technology Select Sector SPDR ETF worth $784K as of Q2 2026.
  • TCFG Investment Advisors sold 1,243 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $212K.
  • State Street Technology Select Sector SPDR ETF made up 0.26% of TCFG Investment Advisors's portfolio in Q2 2026, its #102 holding.
  • TCFG Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.